share market
India no longer wants to remain just a buyer of foreign Artificial Intelligence (AI) technologies. The government has announced ‘India AI Mission’ worth Rs 10,372 crore to create a strong digital infrastructure in the country. Under this big initiative, indigenous AI models, data sets of Indian languages and superfast computer networks are being prepared. So far, more than 38,000 GPUs (Graphics Processing Units) have been installed across the country. This historic step has also created a big stir in the stock market. The keen eye of investors is now fixed on those local companies which are preparing the infrastructure of this new revolution. Let us understand which two companies are going to directly benefit from this big budget.
Netweb Technologies showing the power of indigenous technology
Netweb Technologies is one of the few companies in India which is offering completely indigenous solutions in high-end computing. The main focus of this company is on private cloud systems. When the government is setting up its own framework under the India AI Mission, NetWeb emerges as a major player. Company figures also testify to this. The company’s AI business has taken a great leap in the financial year 2026. There has been a huge jump of 459.6 percent in the earnings of its AI business on an annual basis. This now accounts for 43.4 percent of the company’s total earnings. Apart from this, Netweb is also providing necessary hardware to big IT companies like TCS, Wipro, Infosys.
Direct agreement with leading chip companies
This company is not limited to just assembling computer parts imported from outside. NetWeb has set up a 15,000 square foot state-of-the-art manufacturing factory where high-capacity GPU systems are manufactured. Keeping in view the huge demand of the future, this company is engaged in research in collaboration with the world’s largest chip manufacturing companies like Nvidia, AMD and Intel. In the coming time, the market is going to get systems based on super-advanced platforms like Nvidia Blackwell. Its effect has also been seen in the stock market, where investors have got a return of 136.85 percent in one year. However, by the time the market closed on Friday, its shares had registered a decline of 5.44 percent.
E2E Networks will ban foreign software
The second strong contender in this race is E2E Networks. It has created its own special cloud platform under the ‘Sovereign by Design’ strategy. This simply means that India’s important data will no longer be dependent on foreign servers. Today, this platform of the company is providing its services from government agencies, national data centers to AI startups. At present, the company is successfully operating about 5,050 cloud GPUs in Delhi-NCR as well as Tamil Nadu.
heavy investment on future technology
To meet the increasing market demand, E2E Networks has made a big investment plan of Rs 533.4 crore. The company is installing the first cluster of 1,024 advanced Blackwell GPUs from NVIDIA. Their number is expected to double to 2,048 by the financial year 2027. Along with this, to provide convenience to the customers to do all the work at one place, the company has also created a special platform named ‘TIR’, where the entire work from preparing the model to implementing it can be done. From the stock market perspective, on Friday a rise of 4.98 percent was seen in the shares of E2E Networks and it reached Rs 452.90. In the last one year, this stock has given a profit of about 65.78 percent to the investors.
Disclaimer: This article is for information only and should not be considered as investment advice in any way. TV9 Bharatvarsha advises its readers and viewers to consult their financial advisors before taking any money-related decisions.
